More jobs:
Financial Operations Specialist
Job in
Dayton, Montgomery County, Ohio, 45444, USA
Listed on 2025-12-26
Listing for:
The Well
Full Time
position Listed on 2025-12-26
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Special Operations Team Member
We’re hiring a Special Operations Team Member on behalf of our client—a growing wealth management firm in Dayton, OH.
Licenses:
Hold active Series 65 or be willing to obtain.
(Recent graduates are welcome to apply)
Why this role?- Deliver unreasonable hospitality to clients every day
- Lead operational processes: account openings, money movement, maintenance
- Maintain calendar awareness and help manage team scheduling and follow-ups
- Partner with advisors and serve as client advocate with custodians
- Join a collaborative, ego‑free team that values service and growth
- Insurance & securities licenses (must have or be willing to obtain Series 65, SIE, and Life & Health)
- Strong organizational and client-service skills
- Proficiency with CRMs (Wealthbox experience a plus)
- Employer‑paid health benefits (employee‑only coverage)
- Weekly catered team lunches
- Fridays end at noon—start your weekend early!
- Cell phone reimbursement
- Gym reimbursement for healthy living
Apply today to join a firm where clients come first, and teamwork drives success.
Seniority levelAssociate
Employment typeFull‑time
Job functionFinance
IndustriesFinancial Services and Investment Management
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